TCOV

Trust Company of Vermont Portfolio holdings

AUM $2.4B
1-Year Est. Return 18.75%
This Quarter Est. Return
1 Year Est. Return
+18.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.31B
AUM Growth
-$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
928
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$3.49M
3
+$1.88M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.75M
5
META icon
Meta Platforms (Facebook)
META
+$1.29M

Top Sells

1
+$2.15M
2
+$2.07M
3
+$1.78M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$940K
5
SJM icon
J.M. Smucker
SJM
+$734K

Sector Composition

1 Technology 17.95%
2 Healthcare 15.18%
3 Financials 13.24%
4 Consumer Discretionary 9.03%
5 Consumer Staples 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$12K ﹤0.01%
+148
652
$12K ﹤0.01%
+250
653
$12K ﹤0.01%
+165
654
$12K ﹤0.01%
+888
655
$12K ﹤0.01%
+167
656
$12K ﹤0.01%
+300
657
$12K ﹤0.01%
+164
658
$12K ﹤0.01%
+160
659
$11K ﹤0.01%
+169
660
$11K ﹤0.01%
+140
661
$11K ﹤0.01%
+169
662
$11K ﹤0.01%
+158
663
$11K ﹤0.01%
+373
664
$11K ﹤0.01%
+80
665
$11K ﹤0.01%
+150
666
$11K ﹤0.01%
+150
667
$11K ﹤0.01%
+302
668
$11K ﹤0.01%
+988
669
$11K ﹤0.01%
+47
670
$11K ﹤0.01%
+98
671
$11K ﹤0.01%
+95
672
$11K ﹤0.01%
+58
673
$10K ﹤0.01%
+134
674
$10K ﹤0.01%
+157
675
$10K ﹤0.01%
+44
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